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Description
The system includes essential documents such as Face Sheets, Admission forms, HIPAA logs, Client notes, user fields, demographics, needs assessments, barriers, sources of income, historical data, program participation, and more. It facilitates the scheduling of appointments, interviews, reviews, events, and manages paperwork requirements, including recurring follow-ups. Integrated calendars spanning day, week, and month allow for the tracking of all practice activities while ensuring HIPAA compliance and security. Users can view information by client, employee, location, or program. Additionally, scheduling can be managed through centralized scheduling or self-scheduling models. The platform allows for the reuse of various templates including Word, Excel, or PDF forms as mandated by regulatory bodies. Utilizing built-in wizards and templates, users can create their own assessments, logs, checklists, and consent forms that support online signatures. Furthermore, the system enables scanning and attachment of all pertinent files, receipts, documents, and images, which can be retrieved and reviewed from secure user folders by client. Personnel management can be handled in the same comprehensive manner, ensuring all essential documentation and scheduling are efficiently organized. This holistic approach streamlines workflows while maintaining compliance and security.
Description
Everything begins with your very first client! Simply enter their name, phone number, email address, and other details, choose a profile picture if you wish, and click create! Our appointment management system allows you to effortlessly track all your appointments, both past and upcoming. You can check your daily appointments to see who you're meeting with and the purpose of their visit. You also have the option to attach notes, and we will automatically link the appointment to your client's profile. This platform serves as the central hub of tacrem. Client profiles enable you to access all previous appointments, projects, applications, and images related to each individual. You can upload new images for your clients, view the original application forms, schedule future appointments, or modify the status of an ongoing project! Additionally, our application system provides the flexibility to fully customize your application forms, allowing you to ask only the questions that are relevant to your needs. You have the choice to embed the application form directly on your website or simply share a link hosted by us in your Instagram bio to streamline the process! With these tools at your disposal, managing client interactions has never been easier.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$29.99 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AdvanTec
Founded
1998
Country
United States
Website
caregivermanagementsolutions.com
Vendor Details
Company Name
Tacrem
Country
Canada
Website
www.tacrem.com
Product Features
Home Care
Billing & Invoicing
Yes
Care Plan Management
Yes
Caregiver Management
Yes
Client Management
Yes
Field Communication
Yes
Insurance Management
No
Payroll Management
Yes
Scheduling
Yes
Visit Verification
Yes
Home Health Care
Billing & Invoicing
Yes
Charting
Yes
Electronic Signature
Yes
Employee Tracking
Yes
Medication Database
Yes
Patient Intake
Yes
Scheduling
Yes
Time / Task Reporting
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
